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Chief Strategy Officer Summit Direction, Vision, Strategy
December 2 & 3, 2014Crowne Plaza Times Square
New York
Confirmed Speakers:• Senior Vice President Corporate Strategy and Development, National Geographic
• Section Chief, Strategy & Integration, US Federal Government
• Senior Vice President & Chief Strategy Officer, Washington Redskins
• Chief Revenue Officer, Tough Mudder
• Chief Strategy Officer, USAA
• Revenue Chief of Staff, Tough Mudder
• Founder, CEO, The Mom Complex
• Strategy Execution, & Transformation, Target
• Chief Strategy Officer, Mashable
• Vice President, Corporate Strategy, PepsiCo
• Chief Strategy and Financial Officer, WWE
• Chief Knowledge Officer, NASA
• Chief Knowledge Officer, US Army
• Chief Business Officer, Chartbeat
• Chief Information Officer, U.S. Department of Energy
Confirmed Speakers
Why Attend?The Chief Strategy Officer Summit is the platform to meet and greet with leaders within strategy.
• Chief Strategy Officer• Corporate Strategic Planning
• Planning & Control• Strategic Planning & Analysis • Strategy & Development• Business Analysis• Market Research
• Business Planning • Forecasters
At this summit we will question the role of the chief strategy officer and how it has developed over the last couple of years. More importantly we will join together chief strategy officers and get their opinion of where their role is going. The CSO confronts company wide issues, a role which was solely appointed to the CEO. This summit delves into where the creation of the role came from, why it came about and what the benefits are. We also look into the role and its importance because a chief strategy officer has significant responsibility for a handful of major business functions and activities. The two days of presentations and interactive sessions will allow for investigation, learning and development meaning you will return to the office equipped with some fantastic key takeaways.
“Thanks to you and your team for doing a great job, especially with the high demand and volume of participants, who have high expectations.” NASA
“The organization is clearly growing and my experience this time was even better than the last time, and I had a terrific experience the last time in San Francisco. Kudos to all!” Schumacher Group
“I enjoyed the experience greatly and came away with several important ideas and contacts.” Novartis
“I was a first-time attendee at last week’s event in New York. I applaud you and the IE team on a well-produced event that provided me with many takeaways to take back to my organization.” Associated Press
Past Delegates include• Chief Strategy Officer- Xerox• VP, Corporate Strategy- Paypal• Head of Strategy - HSBC• VP, Strategy - GlaxoSmithKline• Director, Global Strategy - Wrigley• Senior Director, Strategy - Boeing
Who Will You Meet There is no question that IE. provides the gold standard events in the industry and will connect you with decision makers within the analytics industry. You will be meeting senior level executives from major corporations and innovative small to medium size companies.
Job Title Of Attendees
President/Principal
SVP/VP
C-Level
Snr. Director/Director
Global Head/ Head
Snr. Manager/Manager
Academic (1%)
78%
1000+ Employees300-999 Employees50-299 EmployeesLess than 49 Employees
Company Size Of Attendees
8%
11%
25%56% 81%Attendees are
companies with at least 300
employees
3%
21%
12%
42%
13%
8%
Attendees are at Director level or above
F TI L
Speakers
Adam is a strategic business development and marketing professional with more than 20 years experience, domestically and internationally, in media and technology. Adam leads National Geographic’s strategic planning and business development efforts across digital, publishing, travel, games, and commerce. Adam and his team leverage existing and newly developed assets to expand the National Geographic brand into new businesses. Previously with Discovery Communications and Travel Channel, Adam led the strategic shift into new areas beyond television. Including digital partnerships and acquisitions, Travel Channel Academy and Studios, and mobile development.
Adam SutherlandSVP, Strategy & DevelopmentNational Geographic
Shripal Shah is the Senior Vice President and Chief Strategy Officer of the Washington Redskins. In this role, Shah is tasked with maximizing the team's strategic and business prospects and will also oversee the organization's marketing strategy and platforms, with a heavy emphasis on digital and social media integration. Shripal has more than 14 years experience in digital strategy, planning and activation. A frequent panelist at top industry conferences, including SXSW and Social Media Week, Shah began his career at web development agencies, developing website strategies for Kenneth Cole, Seagram's, Bank of New York, and Morgan Stanley, among others.
Shripal ShahSVP & Chief Strategy OfficerWashington Redskins
Responsible for assisting the CEO and Executive Council with creating, communicating, executing and sustaining strategic initiatives across USAA; my goal is to create focus and alignment to ensure USAA is the provider of choice for the military community.
Craig HopkinsChief Strategy OfficerUSAA
Shortly after Katherine returned from her second trip to the delivery room, her perceptions of the world around her began to change. The idealized visions of mom-dom that marketers and media were painting did not match the upside-down reality staring her in the face. It became increasingly clear to Katherine that she wasn't doing a sub-par job as a mom, but that this romanticized version of what motherhood can and should be existed only in some alternate universe. With that reality came opportunity. In 2010,
Katherine WintschFounder The Mom Complex
Nicholas Horbaczewski is the Chief Revenue Officer at Tough Mudder, where he is responsible for worldwide revenue generation, overseeing the company’s Marketing, Sales, Sponsorship, Event Monetization and Growth Strategy divisions. As a member of the company’s Senior Executive Committee, he consults on all decisions related to whole-business strategy and execution. Previously, Nick co-founded an angel-funded tactical equipment and services firm teaching hand-to-hand combat to elite military and law enforcement units around the world. When that was acquired, he led Corporate Development for a billion dollar defense contractor, running debt raises, M&A transactions, and an Initial Public Offering. He holds a BA in History and Literature from Harvard College and an MBA from Harvard Business School.
Nicholas HorbaczweskiChief Revenue OfficerTough Mudder
Speakers
Edward Regula is a senior government strategist with more than 25 years of domestic and international experience in strategy development and execution. In this role, he has been a key player in the development of national, multi-national, regional, and organizational strategies. Combining real-world experience with theory to solve complex problems at the nexus of policy and execution; he specializes in complex endeavors, interdisciplinary alignment and strategic integration. A graduate of the Air War College, he serves as an advisor to the Global Futures Forum and is a Founder Member of the Strategic Management Forum.
Edward RegulaSection Chief, Strategy & IntegrationUS Federal Government
Alicia Hare is an engaging, results-oriented “leader of strategy” with proven success in the fields of strategy, strategy execution, transformation and leadership. With over a decade of diverse C-Suite experience in the U.S. and abroad, she is now Senior Group Manager, Enterprise Strategy leading strategic planning for Target Corporation. Prior to Target, she served as Vice P r e s i d e nt , Bu s i n e s s T r a n s fo r m a t i o n / P ro g r a m Management for Sensis, an Australian media company whose multichannel portfolio included iconic brands like Yellow Pages, White Pages, and Citysearch.
Alicia HareSenior Group Manager, Strategy ExecutionTarget
Tekla heads up PepsiCo Corporate Strategy. She is responsible PepsiCo’s global portfol io strategy, transformational growth strategies and for developing future leaders of PepsiCo.She has been with PepsiCo for 5 years. She started in NA Beverages Consumer Strategy. Her last role was GM VP Marketing for the $1Bn Hydration portfolio of Propel, SoBe and Aquafina brands. Prior to joining PepsiCo, Tekla spent a decade with McKinsey & Co., in Europe and in the US. She has a doctorate in Physics from Oxford University. She is originally from Finland.
Tekla BackVP, Corporate StrategyPepsiCo
As Mashable's chief strategy officer, Adam Ostrow is responsible for defining and implementing strategy across the organization. Adam joined Mashable in 2007 as editor in chief, a role in which he directed day-to-day editorial coverage, authored more than 2,500 articles and grew the editorial staff from 3 to 25 employees. During his tenure as editor in chief, the site's audience grew tenfold to more than 15 million unique visitors per month.
Adam OstrowChief Strategy OfficerMashable
Business strategy adviser and experienced analytic-project manager working in late-stage start-up / growth business, with 5 years experience across the US, UK, South Africa and Europe. Designed and executed Competitor Insights function from inception to business-as-usual function -Executed analysis from design and data-sourcing, through managing an analyst team to implement recommendations for strategic and marketing actions based on insights developed -Created and presented business case (including budget, resourcing and business-objectives), resulting in creation of full-time Competitor Analysis function within Marketing team
David SpindlerRevenue Chief of StaffTough Mudder
As the Deputy Chief Information Officer for the Department of Energy, Mr. Adcock is responsible for leading and delivering a full array of essential and mission critical IT services for the Department of Energy. Mr. Adcock provides strategic leadership and operational oversight of the Department’s primary IT infrastructure and is responsible for implementing the Office of the CIO’s services transformation activities and for providing secure, national-level decision making capabilities for the Secretary of Energy, his advisors, and the principal leadership of the Department.
Donald AdcockDeputy Chief Information OfficerU.S. Department of Energy
The Information
For larger groups or special requests contact Zain by calling +1 (415) 992 5352 or email [email protected] * Team discounts are applicable at the point of registration only.
Ways to Register
Silver Pass
$1595Access to all sessions &
networking events7 days access to presentations from the
summit via ieOnDemand
$1395Early Bird Price(before Oct 3)
Access All Areas
$2095Access to all sessions, networking events, annual subscription to all content on the Strategy, Digital &
Innovation channels via ieOnDemand
Flat rate priceStrategic Planning
+ Chief Innovation
Officer
Gold Pass
$1895Access to all sessions, and Strategic
Planning Innovation, networking events & unlimited access to presentations from
the summit via ieOnDemand
$1695Early Bird Price(before Oct 3)
+1 415 992 5352 +1 (415) 992 7502 Click Here To Register
Group Discount Offers3 Silver Passes: $3300 ($1100 per attendee)5 Silver Passes: $4750 ($950 per attendee)3 Gold Passes: $4200 ($1400 per attendee)5 Gold Passes: $6250 ($1250 per attendee)3 Diamond Passes: $4800 ($1600 per attendee)5 Diamond Passes: $7250 ($1450 per attendee)
Registration Pricing
Chief Strategy Officer SummitDate: December 2 & 3, 2014City: New York, NYVenue: Crowne Plaza Times Square Manhattan Accommodation: Reservation Telephone: +1 888 233 9527 (quote Strategic Planning Innovation) Reserve online here
F TI L
On-Demand Pass
$600Unlimited access to presentations from the summit via ieOnDemand, including
presentations, interviews & the ability to contact speakers
Unlimited access to
ieOnDemand
1 Day Pass
$995Full access to the sessions to your
chosen day of the summit, 7 days access to presentations from the summit via
ieOnDemand
7 dayonline access to event materials
NAME OF EACH ATTENDEE
TITLE OF EACH ATTENDEE DEPARTMENT
COMPANY INDUSTRY
ADDRESS CITY
STATE/PROVINCE ZIP/POSTAL CODE COUNTRY
EMAIL OF EACH ATTENDEE BUSINESS PHONE NUMBER
1. Delegate Information...
2. Pass Types...Early Bird Pass Options until October 3, 2014
Early Bird Silver: $1395 Attendees ____ Early Bird Gold: $1695 Attendees ____ Access All Areas: $2095 Attendees ____ One Day Pass : $995 Attendees ____
Regular Pass Options after October 3, 2014 Silver Pass: $1595 Attendees ____ Gold Pass: $1895 Attendees ____ Access All Areas: $2095 Attendees ____ One Day Pass : $995 Attendees ____
Group Discount Pass Options 3 Silver Passes $3300 ($1100 per attendee) 5 Silver Passes $4750 ($950 per attendee) 3 Gold Passes $4200 ($1400 per attendee) 5 Gold Passes $6250 ($1250 per attendee) 3 Diamond Passes $4800 ($1600 per attendee) 5 Diamond Passes $7250 ($1450 per attendee)
For larger groups or special requests contact Zain Yasin on +1 (415) 992 5352 or email [email protected] passes only available when all participants register together.
Pass Descriptions:Silver Pass: Access to all sessions & networking eventsGold Pass: Access to all sessions, and to Strategic Planning Innovation, networking events & unlimited access to ieOnDemandAccess All Areas: Access to all sessions from three summits, networking events, annual subscription to all content on the Strategy, Digital & Innovation channels via ieOnDemand
Check (Make checks payable to The Innovation Enterprise Ltd) Invoice me
Visa Mastercard American Express Diners Club Discover
CARD NUMBER EXPIRATION DATE SECURITY NO.
CARDHOLDERS NAME CARDHOLDER’S SIGNATURE
BILLING ADDRESS -(same as above) INDUSTRY
Prices are exclusive of VAT. Places are transferable without any charge to another Summit occurring within 12 months of the original purchase. Team discounts are applicable at the point of registration only. Any cancellations within a group registration will in turn incur an increase in registration fee for the remaining group participants. Cancellations before October 9, 2014 incur an administrative charge of 50%. If you cancel your registration after October 9, 2014 you will be charged the full fee. You must notify The Innovation Enterprise in writing of a cancellation, or you will be charged the full fee. The Innovation Enterprise reserve the right to make changes to the program without notice. NB: FULL PAYMENT MUST BE RECEIVED BEFORE THE EVENT.
Registration FormChief Strategy Officer SummitDecember 2 & 3, 2014 | Crowne Plaza Times Square | New YorkFor registration or more information on the program, please call Zain on +1 (415) 992 5352, or fax this registration form to +1 (323) 446 7673
3. Payment Options...
Schedule
Networking Drinks 17.00 - 19.00
December 3
Session One 08.30 - 10.00
Coffee Break 10.00 - 10.30
Session Two 10.30 - 12.00
Lunch 12.00 - 13.30
Session Three 13.30 - 15.00
Coffee Break 15.00 - 15.30
Session Four 15.30 - 17.00
Day Two
December 2Day One 08.30
10.00
10.30
12.00
13.30
15.00
15.30
17.00
19.00
08.30
10.00
10.30
12.00
13.30
15.00
15.30
17.00
Session Five 08.30 - 10.00
Coffee Break 10.00 - 10.30
Session Six 10.30 - 12.00
Lunch 12.00 - 13.30
Session Seven 13.30 - 15.00
Coffee Break 15.00 - 15.30
Session Eight 15.30 - 17.00
Sponsors
Bronze Sponsor
F TI LFor more information, contact us at [email protected]
Silver Sponsor
Silver Sponsor Silver Sponsor
Silver Sponsor
Silver Sponsor
Sponsors
Previous Bronze Sponsor
F TI L
Exhibitor
ExhibitorLuncheon Sponsor
For more information, contact us at [email protected]
JuneChief Innovation Officer SummitJune 17 & 18, Santa Clara
IP Strategy Innovation SummitJune 17 & 18, Santa Clara
Partnership Opportunities: Giles Godwin-Brown | [email protected] | +1 415 692 5498Attendee Invitation: Sean Foreman | [email protected] | +1 415 692 5514
Flagship Summit
Expected Attendees
CXO
Social Media
Women
Digital
March Women in StrategySummitMarch 19 & 20, New York
Digital Strategy Innovation SummitMarch 19 & 20, New York
Global Leadership SummitMarch 19 & 20, New York
AprilChief Strategy Officer Summit April 23 & 24, Hong Kong
Chief Strategy Officer SummitApril 29 & 30, London
Chief Innovation Officer SummitApril 29 & 30, London December
Chief Strategy Officer SummitDecember 3 & 4, New York
Strategic Planning Innovation December 3 & 4, New York
Chief Innovation Officer SummitDecember 3 & 4, New York
MayChief Strategy Officer SummitMay 20 & 21, San Francisco
Strategic Planning Innovation SummitMay 20 & 21, San Francisco
SeptemberChief Strategy Officer SummitSeptember 16 & 17, Sydney
Digital Strategy Innovation SummitSeptember 16 & 17, Sydney
Digital Strategy Innovation SummitSeptember 16 & 17, San Francisco
Digital Marketing Innovation SummitSeptember 16 & 17, San Francisco
Brand Strategy Innovation SummitSeptember 16 & 17, San Francisco
Content Strategy SummitSeptember 16 & 17, San Francisco
OctoberDigital Strategy Innovation SummitOctober 21 & 22, London
Strategic Planning Innovation October 21 & 22, London
Chief Strategy Officer SummitOctober 21 & 22, London
Chief Innovation Officer SummitOctober 21 & 22, London
Chief Strategy Officer SummitOctober 21 & 22, Shanghai
Digital Strategy Innovation SummitOctober 21 & 22, Shanghai
Digital Strategy Innovation SummitOctober 21 & 22, Sao Paulo
Branding
IP
2015 Calendar
FebruaryChief Strategy Officer SummitFebruary 11 & 12, Melbourne